Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,458 |
JOHNSON BANK1 year Filed as: JOHNSON O'CONNOR FERON & CARUCCI, Service code 10 · EIN 20-3985546 | Accounting | $16,845 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,221 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,216 | $107,741-38.5% | $96,576-31.4% | $79,634-16.8% |
| Participation rate | 95.3% | 79.1%+16.2pp | 81.4%+13.8pp | 62.5%+32.8pp |
| Annual return | 24.18% | 19.24%+4.9pp | 38.47%-14.3pp | 36.46%-12.3pp |
| Employer contribution / active EE | $7,081 | $2,991+136.7% | $3,553+99.3% | $2,529+180.0% |
| Participant deferral / active EE | $15,359 | $7,899+94.4% | $7,956+93.0% | $3,835+300.5% |
| Admin fee / account holder | $133 | $1,150-88.4% | $11,381-98.8% | $1,002-86.7% |